Salesforce AI Associate Cert Prep
1h 54mBeginner2025-02-27
Authors
Emily Call
Jeremy Call
Course details
A Salesforce Certified AI Associate is recognized for their ability to bring positive and significant changes to an organization using AI technology. In this course, Salesforce experts Emily and Jeremy Call show you what it takes to prepare to tackle the official Salesforce AI Associate certification exam. Along the way, discover the AI capabilities of Salesforce, the ethical uses of AI with Salesforce, and best practices with Salesforce AI data. This course also highlights a few real-world examples and projects showing several uses of AI within the Salesforce tool set.
Skills covered
SalesforceCRM SoftwareCustomer ServiceSalesArtificial Intelligence FoundationsArtificial Intelligence (AI)Cert PrepBusiness Software and Tools
Concepts
Introduction
- Welcome to the course
- About Jeremy
- About Emily
- Introduction to the glossary
- Introduction to the notes
- Introduction to the practice exam
- Exam outline
AI Fundamentals
- Introductions to AI fundamentals
- What is AI
- Predictive vs. generative AI
- Predictive AI
- Generative AI
- Main AI capabilities
- Concerns of AI
- Key AI terms
- Practice question walkthrough - AI fundamentals
AI Capabilities in CRM
- Introduction to AI for CRM
- Einstein for multiple objects
- Einstein for leads
- Einstein for opportunities
- Einstein for cases
- Practice question walkthrough - AI capabilities in CRM
Ethical Considerations of AI
- Introduction to ethical considerations of AI
- Salesforce's trusted AI principles
- Five guidelines for responsible AI development
- Ethical AI practice maturity model
- Biases
- Practice question walkthrough - Ethical considerations of AI
Data for AI
- Introduction to data for AI
- Why is data important
- What makes good data
- How to make good data
- Data management strategies
- Practice question walkthrough - Data for AI
Demos
- Introduction to demos
- Set up a prompt generator AI org
- Set up a prompt generator using OpenAI ChatGPT
- Set up a prompt generator AI to invoke a flow in Salesforce
- Set up duplicate and matching rules
Conclusion
- Thank you for taking this course
- Let's connect